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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
1076
Fernwood Investment Management
Massachusetts
$42.4K +$43.5K +550 New
RWA
1077
Redmont Wealth Advisors
Illinois
$42.1K +$43.1K +546 New
MFA
1078
McClarren Financial Advisors
Pennsylvania
$41K – – –
RCM
1079
Raleigh Capital Management
North Carolina
$40.9K +$790 +10 +2%
PWMG
1080
Private Wealth Management Group
New Jersey
$40K +$14.2K +180 +53%
AFS
1081
Annapolis Financial Services
Maryland
$38.9K – – –
HPC
1082
HM Payson & Co
Maine
$38.6K -$24.5K -310 -38%
OPTFSNA
1083
Old Point Trust & Financial Services N A
Virginia
$38.6K – – –
SAM
1084
S.A. Mason
Michigan
$38.6K – – –
Bank Julius Baer & Co
1085
Bank Julius Baer & Co
Switzerland
$38.5K -$648K -8,200 -94%
AWM
1086
Activest Wealth Management
Florida
$38.1K +$7.43K +94 +24%
LWANC
1087
Laurel Wealth Advisors (North Carolina)
North Carolina
$37K +$37.1K +470 +4,700%
CA
1088
Continuum Advisory
Idaho
$36.7K +$46.5K +588 New
GI
1089
GS Investments
Minnesota
$34.9K – – –
BWP
1090
Baldwin Wealth Partners
Massachusetts
$34.5K – – –
ZB
1091
Zions Bancorporation
Utah
$31.4K +$869 +11 +3%
GAA
1092
Global Assets Advisory
Florida
$31K +$31.3K +396 New
YAL
1093
Your Advocates Ltd
Texas
$30.9K – – –
HWM
1094
HighMark Wealth Management
Minnesota
$29.9K +$2.13K +27 +8%
FMP
1095
Financial Management Professionals
Texas
$29K – – –
AF
1096
Arrow Financial
New York
$27.8K – – –
DCP
1097
DSM Capital Partners
Florida
$27.6K – – –
AAG
1098
Armstrong Advisory Group
Massachusetts
$27.1K – – –
SIC
1099
SJS Investment Consulting
Ohio
$27K – – –
GA
1100
GoalVest Advisory
New York
$26.8K – – –